Greenoaks Capital Partners LLC

CIK

1840735

Location

ORINDA, CA

Portfolio Value

Mid $2,356,875,966

Diversification

Highly concentrated

Filing Date

Global Rank

#1,453 / 8,798 ▼ 181 · as of Jun 2026

Top Industry

Auto & Truck Dealerships 59.6%

Period ended 3 months ago

Filed Aug 14, 2026 · 57d

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

59.6%

+2.1 pts

Top 5

90.9%

−2.7 pts

Top 10

100.0%

0.0 pts

HHI

3,983

Highly concentrated+126

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	87.0%	$2,050,885,850	4
Technology	11.1%	$261,954,369	5
Industrials	1.9%	$44,035,747	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
CVNA	Carvana Co.	+17,141,336	21,344,170	$1,404,873,269
AMZN	Amazon Com Inc	+376,000	450,000	$107,253,000
TTAN	ServiceTitan, Inc.	+55,275	1,300,000	$91,923,000
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
NAVN	Navan, Inc.	−13,339,328	1,010,000	$23,098,700
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	165,000	$78,799,050
SPCX	Space Exploration Technologies Corp	257,730	$44,035,747
CBRS	Cerebras Systems Inc.	150,000	$33,150,000
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VEEV	Veeva Systems Inc	250,000	$43,915,000
FIG	Figma, Inc.	1,500,000	$31,710,000
TBBB	Bbb Foods Inc	279,720	$9,893,696
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 tracked positions · $2,356,875,966 total · filing declares 10 positions · $2,356,875,969 · as of Jun 30, 2026

All sectors Consumer Cyclical Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CVNA	Carvana Co. Consumer Cyclical	Added	21,344,170	+17,141,336	$1,404,873,269	+6.3%	59.61%
CPNG	Coupang, Inc. Consumer Cyclical	Held	25,704,927	0	$446,494,581	−8.0%	18.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	450,000	+376,000	$107,253,000	+595.9%	4.55%
DASH	DoorDash, Inc. Consumer Cyclical	Held	500,000	0	$92,265,000	+22.9%	3.91%
TTAN	ServiceTitan, Inc. Technology	Added	1,300,000	+55,275	$91,923,000	+16.4%	3.90%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	165,000	NEW	$78,799,050	NEW	3.34%
SPCX	Space Exploration Technologies Corp Industrials	NEW	257,730	NEW	$44,035,747	NEW	1.87%
KVYO	Klaviyo, Inc. Technology	Held	2,316,796	0	$34,983,619	−22.4%	1.48%
CBRS	Cerebras Systems Inc. Technology	NEW	150,000	NEW	$33,150,000	NEW	1.41%
NAVN	Navan, Inc. Technology	Reduced	1,010,000	-13,339,328	$23,098,700	−87.8%	0.98%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.